BluOceanGlobalWealth

Blue Ocean Global Wealth is a financial planning firm founded by Marguerita “Rita” Cheng, focused on helping individuals, families, and business owners pursue greater financial well-being. Its approach emphasizes personalized guidance, empathy, and inclusion, with strategies shaped around each client’s goals, circumstances, and long-term priorities. The firm serves clients facing a range of financial needs, including family providers balancing multiple generations, federal employees navigating public-service benefits and decisions, and biotech professionals planning for their futures.

Services include comprehensive financial planning, investment management, retirement income planning, and retirement plan support for small businesses and their employees. The firm also offers educational resources, including articles, videos, calculators, white papers, eBooks, and programs intended to build financial knowledge. Clients can learn about the planning process, explore retirement readiness, and schedule a conversation with the team. Blue Ocean Global Wealth is based in Gaithersburg, Maryland. Advisory and brokerage services are offered through Private Client Services LLC, a separate, unaffiliated entity.